时值十一长假，人们的饮食、作息也切换成"过节式"，长途跋涉、舟车劳顿、走亲访友、过度饮酒、暴 饮暴食、熬夜刷剧玩游戏成为常态，原有的生活节奏被打乱，带来的健康风险也不容忽视。 在十一假期期间大快朵颐、熬夜娱乐之余，预防及减轻心脑血管疾病的带来危害也成为国人假日期间所 面临的健康挑战之一。 近几年，心脑血管疾病已经成为危害国人健康的主要"杀手"之一。在心脑血管疾病中，冠心病尤为凶 险，中国国家心血管病中心2023年发布的数据表明，我国冠心病患者已超过1100万，且每年以约2.5% 的速度增长。 冠心病全称冠状动脉粥样硬化性心脏病，根据我国最新统计数据，冠心病在我国的患病率和死亡率呈现 持续上升趋势，在人口老龄化的大形势下，该趋势预计进一步加剧。与此同时，也需要警惕近年来冠心 病发病的年轻化趋势。 "近年来，冠心病发病出现年轻化趋势，这与年轻人不健康的生活方式以及当今社会、环境、心理等多 个因素均密切相关。可以说，冠心病是一个影响国民健康和生命质量的重大公共卫生问题，亟需全社会 和大家的重视和管理。"近日，北京大学第一医院副院长李建平在接受时代周报记者专访时指出。 李建平强调，冠心病年轻化趋势主要源于不健康生活方 ...

Core Insights - Major multinational pharmaceutical companies like Merck, Eli Lilly, and GlaxoSmithKline have withdrawn dozens of original research drugs from registration in China over the past three years due to various reasons including failed negotiations with health insurance, competition from generic drugs, and cost pressures [1] - As of 2024, 161 imported drugs have not been re-registered in China, including both orphan drugs and widely used medications, indicating a significant impact on patient access to essential treatments [1] - The trend of original drug companies abandoning the market has led to a growing reliance on generic drugs, raising concerns among patients regarding the efficacy and safety of these alternatives, particularly for chronic and rare disease patients [1][2] Industry Trends - Over 90% of pharmaceutical companies in China are generic drug manufacturers, with over 95% of the 170,000 drug approvals being for generics, reflecting a strong market presence of generics [2] - Despite the government's efforts to enhance the quality of generics through consistency evaluations, public skepticism remains regarding the efficacy of low-cost generics, leading some patients to seek original drugs through alternative means [2][18] - The increase in cross-border medical travel for drug procurement is becoming more common, particularly among young patients and those with chronic conditions, as they seek original drugs that are no longer available domestically [18][26] Patient Behavior - Patients are increasingly resorting to self-funding for original drugs, traveling abroad, or utilizing gray areas in online healthcare to obtain necessary medications, indicating a shift in patient behavior driven by the unavailability of original drugs [2][19] - Stories of individuals like Sun Ping and Xu Chenggong illustrate the lengths to which patients will go to secure original medications, including studying abroad or traveling to countries like Thailand for treatment [3][13][14] - The reliance on online platforms for obtaining prescriptions and medications is growing, with patients willing to pay significantly more for original drugs due to concerns over the effectiveness of generics [20][24] Regulatory and Market Implications - The withdrawal of original drugs from the market poses challenges for the healthcare system, as patients face limited options and potential health risks associated with switching to generics [1][26] - The increasing trend of cross-border drug purchases raises questions about regulatory compliance and the safety of medications obtained through unofficial channels [12][18] - The healthcare system must address the balance between cost control and ensuring access to effective treatments, as the current situation leads to patients seeking alternatives outside the established healthcare framework [27]

Summary of Conference Call Notes Industry Overview - The conference call discusses the upcoming **11th National Drug Centralized Procurement (国采)**, expected to start in **July or August 2025**. The 10th round had extreme results due to a long time span and rule adjustments, leading to potential product registration backlog issues in the 11th round, with intensified competition and possible rule changes to avoid excessive low pricing [1][4][2]. Key Points and Arguments - **11th Batch Procurement Timing**: The 11th batch is likely to be delayed until the second half of the year due to the need for medical institutions to prepare reporting volumes, with only one round expected this year [2]. - **Biological Drug Procurement**: The biological drug procurement led by Anhui is set for execution by the end of **2025**, based on insulin procurement rules, focusing on moderate price reductions and a larger number of selected products [1][5][6]. - **Quality Control Measures**: The National Medical Products Administration (药监局) is responsible for quality control of selected products, while the National Healthcare Security Administration (医保局) has introduced new rules requiring companies to have market volume before gaining market share, ensuring fair competition [7][3]. - **Impact of New Rules on Original Drug Companies**: The new procurement rules favor original drug companies by allowing them to retain some market share even if not selected, and providing hospitals with more autonomy in choosing products [12][3]. - **Price Discrimination Issues**: The centralized procurement has provided a price benchmark, but there have been instances of price discrimination across provinces, leading to a downward spiral in drug prices and potential shortages [18][19]. - **Market Dynamics for Generic Drugs**: The procurement process has increased the penetration of competitive products in grassroots hospitals, while high-priced drugs have significant market expansion potential [11][21]. Additional Important Content - **Alliance Procurement Framework**: The shift to an alliance procurement framework has led to varied approaches among provinces, with some like Hebei being aggressive in pricing, while others like Guangdong and Xinjiang adopt a more balanced approach [8][9]. - **Future Alliance Plans**: Major alliances for procurement include those led by Sichuan, Xinjiang, Guangdong, and Tianjin, with Shanghai and Jiangsu considering joining new projects [9]. - **Impact on Marketing Strategies**: Original drug companies are adjusting their marketing strategies, increasing collaboration with e-commerce channels to enhance drug accessibility and sales [22][24]. - **Medicare Payment Standards**: The establishment of Medicare payment standards is expected to significantly impact drug prices and market dynamics, potentially leading to a unified pricing structure across different regions [13][20]. - **Challenges for Innovative Drugs**: The procurement policies may limit the development of innovative drugs due to low pricing, which could discourage research and development efforts in the pharmaceutical industry [25][26]. This summary encapsulates the critical insights and implications from the conference call regarding the upcoming drug procurement policies and their potential impact on the pharmaceutical industry.